Sales Analyst, Premier Market - Atlanta, GA

1 Minute ago • 1-3 Years • Sales • $48,170 PA - $72,260 PA

Job Summary

Job Description

Guardian is seeking a Sales Analyst, Premier Market to join its Group Benefits Sales team. This role supports Sales Executives and Client Management in the 2-1999 market, focusing on RFP and new business submissions. The Sales Analyst ensures client satisfaction, accuracy, and profitability by demonstrating strong product knowledge, collaboration, and project management skills. Key responsibilities include negotiating with Underwriters, collaborating with sales teams, and managing proposal requotes to drive sales.
Must have:
  • Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions.
  • Manage RFP Inventory and Quote Process.
  • Review RFP data, discerning what has been received and identifying what is needed to underwrite and release a quote.
  • Partner with Rating and Quoting to ensure proposals are on track to meet due dates.
  • Meet with team to review inventory status.
  • Make recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer’s buying triggers.
  • Engage key internal stakeholders needed to put together a comprehensive proposal strategy.
  • Meet with Underwriting to negotiate rates, exceptions, and approvals.
  • Discuss RFP, plan design options, and multi-line options with Producers and their assistants.
  • Build strong relationships with underwriting, brokers, and their staff.
  • Proactively contact Producers / Assistants to follow up on quotes.
  • Finalize sold quote and initiate Onboarding process following SOP if Guardian is awarded the business.
  • Handoff and transition case from sales to Onboarding.
  • Provide backup support to colleagues as needed.
  • Serve as Subject Matter Expert on various Guardian systems and procedures.
Good to have:
  • BA or BS degree preferred
  • 1-3 years of group insurance experience processing RFP preferred
Perks:
  • Support and flexibility to achieve professional and personal goals
  • Skill-building opportunities
  • Leadership development opportunities
  • Philanthropic opportunities
  • Opportunities to build communities and grow your career
  • Diverse colleagues with high ethical standards
  • Contemporary, supportive, flexible, and inclusive benefits and resources

Job Details

Do you want to be part of a high performing sales team? Do you have a passion for building strong and lasting relationships with customers? Are you a team player who is adept at collaborating across internal and external teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Sales Analyst, Premier Market to join its Group Benefits Sales team.

The Sales Analyst’s primary accountability is to act as the designated Field resource to support Sales Executives and Client Management team in the 2-1999 market. They are accountable for following all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes. A successful Sales Analyst must demonstrate strong product / business knowledge, collaboration / communication skills, project management and the ability to perform tasks using technology and systems utilized within Guardian (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc.).

The Sales Analyst must balance the needs of the clients with those of the business and respond to customer inquiries with the objective of selling new business, ensuring that client satisfaction, accuracy, competitiveness, and profitability are achieved. Additional major responsibilities include negotiations with Underwriters, effective collaboration with Sales Executives and other team members, and managing the requoting of proposals as needed to help generate sales.

You Will:

Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions. Position works closely with Sales Executives, Client Management, Rating, Underwriting, Onboarding, and Producers /Assistants to ensure that information required for releasing a competitive quote and submitting new business is received and processed accurately and in a timely manner.

  • Manage RFP Inventory and Quote Process including:
  • Reviewing RFP data, discerning what has been received and identifying what is needed to underwrite and release a quote,
  • Partnering with Rating and Quoting to ensure proposals are on track to meet due dates
  • Meeting with team to review inventory status
  • Make recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer’s buying triggers through consultative interactions with Sales Executives and customers.
  • Engage key internal stakeholders needed to put together a comprehensive proposal strategy (i.e. dental recruitment, BenTech, Worksite, Enrollment)
  • Independently, or in collaboration with Sales Executives:
  • Meet with Underwriting to negotiate rates, exceptions, and approvals;
  • Discuss RFP, plan design options, and multi-line options with Producers and their assistants,
  • Build strong relationships with underwriting, brokers, and their staff to ensure that customer needs are met while maintaining profitability and acceptable risk.
  • Proactively contact Producers / Assistants to follow up on quotes to gauge competitiveness and/or gather post-mortem data.
  • If Guardian is awarded the business, work closely with Sales Executive/Underwriter to finalize sold quote and initiate Onboarding process following SOP.
  • Handoff and transition case from sales to Onboarding.
  • Provide backup support to colleagues as needed.
  • Serve as Subject Matter Expert on various Guardian systems and procedures.

You Have:

  • BA or BS degree preferred
  • 1-3 years of group insurance experience processing RFP preferred
  • Knowledge of group insurance, products, and services
  • Knowledge of underwriting principles and practices
  • Demonstrated success in servicing customers (Producers / Assistants / Planholders)
  • Experience working with and addressing the needs of field sales organization in a highly dynamic, fast-paced environment
  • Excellent written and verbal communication skills
  • Excellent organizational and time management skills

Reporting Relationships:

This position reports to the Sales Support Team Leader.

Location and Work Arrangement:

The primary location for this position is Guardian's Atlanta Regional Group Office, with a flexible work arrangement.

Salary Range:

$48,170.00 - $72,260.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits

. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com

.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

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About The Company

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM.

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